See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,388 | $73,933+20.9% | $96,683-7.5% | $75,163+18.9% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+29.0pp |
| Annual return | 11.05% | 26.70%-15.7pp | 35.69%-24.6pp | 160.62%-149.6pp |
| Employer contribution / active EE | $2,820 | $2,928-3.7% | $3,737-24.5% | $2,670+5.6% |
| Participant deferral / active EE | $5,327 | $3,659+45.6% | $4,878+9.2% | $4,125+29.1% |
| Admin fee / account holder | $2,982 | $5,216-42.8% | $6,730-55.7% | $5,651-47.2% |